Trust Advisor III
Core
Administer a portfolio of complex fiduciary accounts and build trust-based relationships with clients to ensure effective account operation and asset discovery.
Role type
Senior Trust Administrator / Relationship Manager
Builds
Complex trust and fiduciary accounts
Domain
Banking / Wealth Management / Trust Services
Required skills
Trust administration, fiduciary account management, client relationship management, compliance tracking, goal profiling, risk parameter setting, mentoring
Preferred skills
Trust accounting systems proficiency, CTFA, CFP
Technologies
Microsoft applications
Responsibilities
Review and administer complex fiduciary accounts in accordance with governing documents; Manage client relationships and drive asset re-discovery; Profile clients and establish goals, objectives, and risk parameters; Ensure compliance with laws, regulations, and internal policies; Lead and mentor other account administrators.
Seniority
Senior, hands-on IC with leadership responsibilities